Team requested the ability to bulk create multiple vendor bills in one step. Our bills are associated with multiple purchase orders. Need advice if my solution is the best available or if it can be done better. 1. Search that lets them target the desired POs, exported to CSV. 2. Instruct them to CONCAT all POs, with | as a value delimiter. Each row represents a single bill. 3. Import the created file.

You can't associate bills with POs via CSV import. So that won't do anything other than create bills that are independent. Your best bet is to use the Bill Purchase Orders option. If that won't work for whatever reason, you need a script or workflow. That's the only way you can transform from PO>Bill and have them be associated.

The above method associates the bill w/ the PO, I tested it just today.

Oh that's right, I forgot that changed. I'd still probably try to use the Bill POs option first, but if that doesn't make sense for your situation, then I think the above makes sense.

Wait, they changed it so you CAN import bills via CSV and associate to POs?

Yup, you can do it by using the Purchase Order reference in the import. If you need to import multiple POs to the same bill like I do, it needs to be formatted in the same cell like this PO123|PO456|PO789